Integrating WhatsApp Messaging

Estimated reading: 6 minutes

WhatsApp is one of the most popular communication channels for businesses and with Neexa, you can handle WhatsApp conversations directly from your dashboard. Once integrated, your AI Assistant can chat with leads, follow up automatically, and even hand over chats to you when needed.

This guide walks you through the two available integration options and what to expect with each

Before you begin, make sure you have access to the WhatsApp number you want to use and you are an admin with full access to the Facebook business portfolio where the WhatsApp business manager is connected or going to be connected.

Go to your Neexa Dashboard click on the settings icon next to you AI Agent

Click Deploy tab Click WhatsApp on the left panel Click + WhatsApp Business Account

Instructions

Click on “Add Account” below.
A popup will open to log in to your Facebook account and authorize Our App.
Select or configure a whatsapp business account you want to add to Neexa and follow instructions.
Click Confirm below to enable Neexa on the provided Whatsapp Business Account(s).

Option 1: Connect an Existing WhatsApp Business Number

This option allows you to continue using WhatsApp Business on your phone while also integrating it with Neexa’s cloud platform.

Benefits:

You can still use the number on your phone as usual
The AI agent responds via cloud, without interrupting local device use

Recommended for:
Users who want flexibility using both their phone and Neexa for customer conversations.

Steps for connecting using Existing WhatsApp Number

When connecting your Facebook account to Neexa, you’ll be asked to log in with an existing personal Facebook account. Use a trusted, active Facebook account to complete this setup successfully.

Click Get started

Fill in Your Business Information

When connecting your WhatsApp Business account to Neexa, you’ll be asked to select an existing business portfolio or create a new one. This portfolio is part of Meta’s Business Manager, it helps organize and manage your connected WhatsApp numbers, templates, and permissions.

What to Do:

If you already have a business portfolio (from Facebook or previous integrations), you’ll see it listed, just select it.
If you’re new, follow the prompts to create a new one. You’ll add basic details like your business name, Business Website or Profile Page

💡 This must be a real, working URL that represents your business.

This step ensures Neexa can properly link your WhatsApp number under a verified business account, allowing your AI agent to send, receive, and manage messages effectively.

Click on Connect Your Existing WhatsApp Business App You’ll be sharing access to your existing WhatsApp Business account, not replacing it.

This method allows you to benefit from Neexa’s AI automation while keeping your current WhatsApp app active on the phone as well.

Enter your WhatsApp Business phone number you will receive a message in your WhatsApp business number to “Connect to the Business Platform”

Look for a message from the official Facebook Business Account and tap Connect.
If you don’t see that message, tap Menu or Settings, select Account, and select Business Platform.
Choose if you want to share your chat history
If that didn’t work, copy the access code from the screen and enter it when prompted.

Once you scan the QR code, your WhatsApp will be successfully connected to Neexa. From that point, your AI assistant can begin responding to customer messages automatically.

💡You can up to two WhatsApp business number per business.

Option 2: Connect a New WhatsApp Business Number (Cloud Only)

This option links a new number entirely to the cloud version of WhatsApp via Neexa. Once connected, this number cannot be used on a mobile device.

⚠️ Important: Once this number is connected to Neexa, it will only work through the Neexa platform, you won’t be able to use it on the WhatsApp mobile app. This option is ideal for countries where WhatsApp’s cloud and phone coexistence feature is not yet available.

Unsupported Countries Include;

Australia
Japan
Nigeria
Philippines
Russia
South Korea
South Africa
Turkey

Unsupported Regions or Kingdoms:

European Economic Area (EEA)
European Union (EU)
United Kingdom (UK)

Recommended for:
Business that want to integrate WhatsApp but live in Countries or regions where WhatsApp cloud and phone co-existence is not yet fully supported.

Steps for connecting using New WhatsApp Number

When connecting your Facebook account to Neexa, you’ll be asked to log in with an existing personal Facebook account. Use a trusted, active Facebook account to complete this setup successfully.

Click Get started

Fill in Your Business Information

What to Do:

If you already have a business portfolio (from Facebook or previous integrations), you’ll see it listed, just select it.
If you’re new, follow the prompts to create a new one. You’ll add basic details like your business name, Business Website or Profile Page

💡 This must be a real, working URL that represents your business.

This step ensures Neexa can properly link your WhatsApp number under a verified business account, allowing your AI agent to send, receive, and manage messages effectively.

Click on start with a new WhatsApp phone Number Click Next

Create or select your WhatsApp Business account:
This WhatsApp Business account will be linked to your business portfolio. It acts as the official communication channel for your business on WhatsApp. If you already have a WhatsApp Business account, you can select it here. If not, you’ll need to create one.

Add your WhatsApp phone number and choose your verification method:
Enter the phone number you want to connect, then select how you’d like to receive your verification code, Text Message or a phone call. This is where we’ll send the code to confirm your number.

Enter the verification code you received click “Next” to complete this step.

You’re all set! Your WhatsApp is now connected to Neexa, and your AI assistant is ready to start responding to customer messages automatically.